Bequests

A charitable bequest is one of the simplest ways to provide for the future and may be made in your will or trust directing a gift to The Ohio CPA Foundation.

Bequest options

A bequest may be designated for general use or for a specific purpose and may name a monetary amount.

A residuary bequest allows you to donate what remains of the estate (or a percentage thereof) after all other obligations are met.

A contingent bequest makes The Ohio CPA Foundation the benefactor only if the original beneficiary is unable to accept the bequest

Benefits of a bequest

You receive an estate tax charitable deduction.

You lesson the burden of taxes on your family.

You leave a lasting legacy with The Ohio CPA Foundation

Sample bequest language

“I, [Name], of [City, State, ZIP], give to The Ohio CPA Foundation, located in Columbus, Ohio, the sum of $________ [or property described herein] [or _______ percent (___ %) of the rest of my estate] to be used by The Ohio CPA Foundation in its discretion for its general purposes.”

Please note that bequests of items are subject to acceptance by The Ohio CPA Foundation’s Board of Trustees.

We invite you to contact us with questions and welcome the opportunity to discuss these options further with you. We highly recommend that you also speak to a financial adviser.